Add the “Attach to Act!” button to Outlook

This puts a button in Outlook for filing an email to Act! by hand and creating contacts or activities from it. It’s optional — automatic attaching already works without it.

Recommended · easiest

Add it for your whole team at once

Done once by whoever manages your Microsoft 365 account. The button then appears in everyone’s Outlook automatically — nobody has to install anything. About 2 minutes.

1

Sign in to the Microsoft 365 admin center.

admin.microsoft.com Admin center Sign in with your work account
2

In the left menu, open Settings → Integrated apps.

Home Users Settings Integrated apps Org settings Integrated apps
3

Click Upload custom apps, choose “Provide link to manifest file,” and paste the link below.

Integrated apps Upload custom apps Upload custom apps Provide link to manifest file Upload manifest file (.zip) https://…/addin/manifest.xml
4

Pick who gets it, accept the permission, and finish. It rolls out to Outlook shortly.

Who is this for? Entire organization Specific users / groups Permission requested Read this email — Accept Finish

The link to paste in step 3:

…

Not the admin? Send this page to whoever manages your Microsoft 365 / email accounts. Microsoft’s own step-by-step (with live screenshots) is here.

Just for yourself

No admin access? You can add it to your own Outlook in a few clicks.

  1. Download the add-in file: Download add-in file
  2. In Outlook, open any email and click Get Add-ins (under ⋯ More actions if you don’t see it).
  3. Choose My add-ins → Add a custom add-in → Add from file…, and pick the file you just downloaded.
  4. Done — open an email and click Attach to Act! on the toolbar.

Some versions ask for a link instead of a file — if so, use and choose “Add from URL”.

Keep it one click in New Outlook

The New Outlook (Windows & Mac) tucks add-ins under the More apps (⋯ / Apps) button. Pin it once and the Act! Sync+ pane stays open on every email — no more digging through the menu.

  1. Open any email, then click More apps (the ⋯ or Apps button on the toolbar).
  2. Find Act! Sync+ and open it.
  3. At the top of the pane, click the pin icon (📌).
  4. Done — the pane now stays open as you move between emails. One-time, per mailbox.
Act! Sync+ ✕

Click the highlighted pin to keep the pane open.

Note: Microsoft doesn’t let add-ins pin themselves automatically or sit next to first-party buttons (Viva/Copilot) — pinning the pane once is the built-in way to keep it handy.

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